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Description
There is a reliable and straightforward method for storing, sharing, and monitoring your credentials. With CredShare, you can manage documentation for your household, team, or business from any location and at any time. By equipping you with the necessary tools to oversee your credentials, we alleviate the burden of paperwork, allowing you to concentrate on what truly matters. Keep an eye on and act upon expiring licenses, insurance policies, and more, ensuring you're always informed about your team's readiness through a comprehensive overview of their credentials and their statuses. Effortlessly compile and link your credentials to third-party services without hassle. Safeguard your professional, financial, and identity credentials, and access them whenever and wherever you need. Our secure storage and reliable encryption methods ensure the protection of your information. Manage, bundle, and share your credentials with just a single click. Say goodbye to concerns about expiration dates or missing documents, as you will receive notifications for updates, ensuring you can access any credential whenever necessary. This streamlined process enhances efficiency and peace of mind in your personal and professional life.
Description
Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
Pricing Details
$15 per month
Free Trial
No
Free Version
Yes
Pricing Details
$19.50 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CredShare
Country
Australia
Website
www.credshare.com
Vendor Details
Company Name
expex
Founded
2015
Country
United States
Website
expexinc.com
Product Features
Product Features
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
Yes
Duplicate Payment Alert
No
Fraud Detection
Yes
General Ledger Entry
Yes
Vendor Management
No
